All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

O,SCHG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2009-12-11? to Mon 2024-11-04 YTD
Return
TRR
Price
O
×
+5.01%
2024-11-04
22.37 TRR
2024-11-04
Realty Income Corporation NYSE Common Stock
SCHG
×
+24.13%
2024-11-04
6.44 TRR
2024-11-04
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Fri 2009-12-11? to Mon 2024-11-04 Overall
Return
Exponential
Trendline
O
×
+224.70%
+8.23%/yr
+7.64%/yr
(R2=0.782)
Realty Income Corporation NYSE Common Stock
SCHG
×
+544.00%
+13.32%/yr
+13.14%/yr
(R2=0.961)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Mon 2024-11-04 Start
Value
End
Value
O
×
$10,000.00
2009-12-11
$32,469.88
2024-11-04
Realty Income Corporation NYSE Common Stock
SCHG
×
$10,000.00
2009-12-11
$64,400.49
2024-11-04
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year O SCHG
2024 (YTD) +5.01% +24.13%
2023 −7.65% +45.19%
2022 −12.99% −35.91%
2021 +15.80% +19.65%
2020 −12.79% +37.33%
2019 +18.56% +32.92%
2018 +13.76% −3.23%
2017 +1.54% +25.45%
2016 +13.42% +4.66%
2015 +12.56% +2.48%
2014 +33.33% +14.94%
2013 −3.74% +32.06%
2012 +18.27% +14.88%
2011 +4.42% −3.59%
2010 +37.21% +15.12%
2009 +17.61% +2.82%
2008 −8.31%
2007 −0.76%
2006 +32.66%
2005 −12.37%
2004 +29.60%
2003 +19.40%
2002 +24.52%
2001 +26.16%
2000 +28.36%
1999 −11.49%
1998 +3.90%
1997 +12.81%
1996 +11.05%
1995 +40.57%
1994 +9.85%

Drawdowns

Fri 2009-12-11? to Mon 2024-11-04 Current
Drawdown
Worst
Drawdown
O
×
−23.67% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock
SCHG
×
−2.91% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund